Aruba Networks (ARUN)
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ARUN Forum Topics
- All Comments on ARUN
- General Discussion on ARUN
- Last Blast of Summer: The Pre-Holidays Earnings Rush [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Q1's Best and Worst Performing Stocks [view article]
- Best and Worst Performers YTD [view article]
- Aruba Networks: VC Distributions Present Buying Opportunity [view article]
- Goldman Cuts Estimates, Targets for Slew of Tech Stocks [view article]
- Jim Cramer's Mad Money In-Depth Stock Picks, March 29 [view article]
- Screening for Potential Buyout Targets [view article]
loading ...Recent ARUN Articles
- Last Blast of Summer: The Pre-Holidays Earnings Rush
- Wall Street Breakfast: Must-Know News
- Q1's Best and Worst Performing Stocks
- Communications Equipment: Goldman Turns Cautious, But Bullish on Cisco
- Best and Worst Performers YTD
- Aruba Networks Plunges 23% On Warning
- A Thoughtful Analysis of Enterprise UMA
- Aruba Networks: VC Distributions Present Buying Opportunity
- Goldman Cuts Estimates, Targets for Slew of Tech Stocks
- Stocks With the Highest Five-Year Growth Rates
- Full List of Articles »
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Last Blast of Summer: The Pre-Holidays Earnings Rush [view article]
interesting read...thanks! ReplyWall Street Breakfast: Must-Know News [view article]
I need PREMARKET INFO. Does yr WS Breakfast come email before the bell?Reply
Wall Street Breakfast: Must-Know News [view article]
Look at the other advisors who have picked up on her theme, finally! ReplyWall Street Breakfast: Must-Know News [view article]
I think spinster, cindy retard, savyinvestor, etc whether she be single or married, rich or poor, sick or healthy financially or otherwise has done a great deal of good this past week with her summaries of posts collected from the e-trade message board. I would give her a raise. ReplyWall Street Breakfast: Must-Know News [view article]
Before the market opens or later, I never miss your "breakfast". The quickest summary of what's happening that I know of. Thanks. ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Richard, Kind of like a cross between wary and leery ;-)Fixed Reply
Schweitzer
Wall Street Breakfast: Must-Know News [view article]
"weary" may be appropriate; but the sense is "wary." ReplyWall Street Breakfast: Must-Know News [view article]
There's no sense in sending this out after the market open. Ready or not send it before the market opens. ReplyQ1's Best and Worst Performing Stocks [view article]
Thank you! As a basically-momentum investor (I have to like the stock otherwise, too) I find these compilations very helpful indeed. ReplyEditors
General Discussion on ARUN
Is this a buy or a sell? ReplyNathel
Best and Worst Performers YTD [view article]
I noticed TurboChef was on the worst performing list and I just posted a briefing about them on my blog...and below. If you like this article check out my blog where I highlight stocks that travel under the radar of the free financial media at DanielNathel.Blogspot....After hours price as of 02.28.08 - $8.54; Conference call scheduled for 03.03.08 at 4:45 pm.
TurboChef Technologies (OVEN) is a tough call, but it deserves a little more than the cold shoulder before they announce their quarterly earnings on Monday. If the ticker and the company name are not enough of a hint, TurboChef specializes in speed cooking technology. Their narrow market focus and the increasing demand for food cooked fast offers an opportunity for strong economic growth. Unfortunately, from 2004 to 2006 there income statement would prove otherwise, with revenue consistently declining from over $70 mil in'04 to under $48 mil in '06. Don't be mistaken though, they have been on the up and up, and in the 9 months beginning last January they already reported over $52 mil in revenue.
OVEN lost about 50% of its market value just in '08, mainly because news broke that Starbuck's, one of their top 3 customers, reported that they would phase out their hot sandwich offerings in the fall (they were stinking up their coffee shops) and they just couldn't recover from the down trading market. Volume has been on the rise recently and the price started following this week making an upward move of about 10%.
Their are a ton of risks associated with OVEN including a history of negative earnings, there is not really a direct competitor to compare them against, 60% institutional ownership, almost 38% is held by insiders, 18% of the float was short at the end of January and the list goes on. But, there is some upside potential in the short run, if not long, for at least a ride on the rebound if they report good news Monday.
I say long run because they make good, expensive, speed cooking products that should spread globally over time; as they have in the US. They also offer an extremely upper end speed cooking oven for residential kitchens (that I am sure has had a tough time selling along side of the new home starts) that will probably not be so uncommon in the future. To top it off, the consensus of analysts covering OVEN expect earnings to be a positive 3 cents for the last quarter of '07 and to stay out of the red rising to .19 cents for the fourth quarter of '08.
If you are interested in purchasing shares of OVEN check out some of the other players in the cooking equipment market including Middleby Corp. (MIDD) and companies that you feel operate with similar demand, but don't expect OVEN to move in sync with them (because of their R and D focus). Most of those guys did good recently and I think the upside potential should out way the downside risks, which look like they have already been factored in, for Mondays conference call.
Disclosure: I may, or may not, invest in or trade shares of OVEN, but I currently have no position in the company. Reply
Best and Worst Performers YTD [view article]
You missed PAL. ReplyAruba Networks: VC Distributions Present Buying Opportunity [view article]
Oh really......... ReplyGoldman Cuts Estimates, Targets for Slew of Tech Stocks [view article]
Goldman sucks. Whatever they say, do the opposite. They are crooks. That being said, they say tech stocks are weak. I say buy all you can. Don't let them BS you and steal your shares. Tech is the best play right now through March!!!! ReplyGoldman Cuts Estimates, Targets for Slew of Tech Stocks [view article]
Is there somewhere we can see these "cut" estimates? Downgrading someone like NVDA is just silly. The company is selling at a ridiculously cheap P/E and they are not indicating any slowdowns. Reply